pindeo

Plan

Sales

Follows the money from quote to payment.

You prepare a quote and, once accepted, it becomes a work order. Invoices and customer accounts live in the same place, so how much work was done for a customer and how much was collected is on one screen.

Questions it answers

  • Which quote is pending and which was accepted?
  • Which invoice is overdue?
  • How much does each customer owe me?

Modules in this plan